Customer Service Audit

Branch customer experience evaluation.

4.7 rating
16K+ users
Banking & Finance

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Fully customizable
Ready to use in minutes
Works on any device
Unlimited team members
Book a Demo Contact Support
99%
Completion
20K+
Users
53%
Time Saved
98%
Accuracy

About Customer Service Audit

Customer Service Audit enables teams to conduct comprehensive branch customer experience evaluation. Digitize your processes, capture evidence, and generate instant reports. Built for organizations who need consistent standards across all locations.

Problems This WorkApp Solves

Compliance Risks
Regulatory requirements not consistently met
Inconsistent Standards
Different teams following different processes
Lack of Visibility
No real-time view of status across locations
Paper-Based Records
Manual documentation prone to errors and loss

Key Features

Trend analytics dashboard
Instant PDF reports
Customizable checklists
Mobile-first design
Auto-scoring and grading
Role-based access

WorkApp Preview

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9:41
Customer Service Audit
Audit ยท Monthly
1
Is vault properly secured?
Single Select
2
Are all CCTV cameras operational?
Single Select
3
Number of tellers present
Numeric
4
Cash count matches system?
Single Select
5
Which compliance documents verified?
Multi Select
6
Upload photo of branch entrance
File Upload
7
Average customer wait time (mins)
Numeric
8
Rate customer service quality
Score
9
Branch manager name
Short Answer
10
Security observations
Descriptive
Submit

This is a preview with 10 sample questions

Full WorkApp includes more questions, scoring, photo capture, and analytics

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